HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
November 2025
Portfolio Update – Macquarie Group
Macquarie Group (MQG): This morning, the global investment bank reported its first-half results for 2026, which were solid, with the mortgage bank and asset management offsetting losses in commodities. The HNW [...]
Reporting Season – Amcor CDI
Amcor (AMC). This morning, the world's largest consumer packaging company & JA’s least favourite stock announced its results for the first quarter of 2026, marking the first full quarter of operations [...]
HNW Monthly Performance – October 2025
In October, the HNW Australian Equity Portfolio had a better month, gaining +0.93% ahead of the benchmark’s return of 0.36% in what proved to be a pretty volatile month. Gold continued to [...]
Reporting Season – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its full-year results for 2025, which were largely in line with market expectations albeit with a few pleasant surprises. Westpac is the first of the big [...]
October 2025
Portfolio Update – CSL Limited
CSL: This morning, the world's leader in manufacturing medicines from human blood, gave a trading update at their AGM that came in below market expectations. We usually don't comment on trading [...]
HNW Monthly Performance – September 2025
In September, the HNW Australian Equity Portfolio had experienced a challenging month, declining -2.65% and underperforming the benchmark return of -0.78%, primarily due to macroeconomic factors rather than the outlook for company [...]
